Speakers

Keynote Speaker, Elizabeth Dunn

Professor, Psychology Department, Faculty of Arts, UBC

How to Turn Money into Happiness

Synopsis: If you think money can't buy happiness, you're not spending it right. Elizabeth will present research on the science of spending. Most people recognize that they need professional advice on how to earn, save and invest their money. When it comes to spending that money, most people just follow their intuitions. But scientific research shows that those intuitions are often wrong. Elizabeth will explain why you can get more happiness for your money by following five principles, from choosing experiences over stuff to spending money on others. And the five principles can be used not only by individuals but by credit unions seeking to create happier employees and provide "happier products" to their members.

Happiness researcher, New York Times contributor and co-author of “Happy Money: The Science of Happier Spending.” Mountain biker, skier and surfer. Got attacked by a shark while surfing. Still surfing.

Dr. Elizabeth Dunn is a professor in the Department of Psychology at the University of British Columbia. Dr. Dunn conducts experimental research on self-knowledge and happiness, with a current focus on how mobile technology can both support and undermine human well-being. She is the co-author of Happy Money: The Science of Happier Spending (Simon & Schuster) with Dr. Michael Norton. Her work has appeared in top journals, with three papers published in Science, and she has given talks at PopTech! and TEDx. She was selected as one of the “rising stars” in academia by the Chronicle of Higher Education in 2004 and was an honoree for the 2007 Mind Gym Academic Prize for pioneering work in positive psychology. In 2010, she received a New Investigator Award from the Canadian Institutes of Health Research, as well as UBC’s Robert E. Knox Master Teacher Award. Her research has been featured in hundreds of media outlets around the world, including The New York Times, The Globe and Mail, The London Times, Maclean’s, Time, and CNN. Dr. Dunn is also an avid surfer and skier.

All attendees will receive Dunn’s book, Happy Money: The Science of Happier Spending

Headline Speakers

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Matt Davis

gameFI, Founder

How To Go Agile

Turning marathons into sprints: how agile processes and continuous customer feedback drive business results. In this session gameFI founder and credit union nerd Matt Davis delivers a case study of how a year-long pilot program with some of the world's largest credit unions led to a dramatic shift in project management and co-creation with end users. Learn how to use agile processes and continuous member feedback to know exactly what members want and how to deliver it in two-week increments.

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Diana Dykstra

California & Nevada Credit Union Leagues, CEO

How to Get Big Things Done When Getting Anything Done Seems Impossible

Synopsis: How can you get car dealerships and credit unions to enthusiastically and seamlessly work together? How can you genuinely let member feedback drive your credit union? How can you get legislators to pay attention to credit unions in an extreme political climate? California and Nevada Credit Union League President/CEO, Diana Dykstra, has done this and more. In this session, Dykstra will unveil tactics and strategies that make the impossible happen, so you can do the same in your part of the credit union movement.

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Cristina Farmus

Purdue Federal Credit Union, Board Member

How to Build an Engaged Board

A successful credit union benefits from the guidance of a competent, dedicated board. Building a group of people that can consistently deliver valuable input, perspective, and oversight to a complicated, non-profit organization is not a random process. It takes a thoughtful structure and constant effort to select, motivate and develop a group of professionals with different backgrounds, experiences and at different stages of their career. A key aspect of an effective board is a productive collaboration with the management team and shared values such as professionalism, honesty, due diligence and innovation. Most importantly, the board should be engaged in a meaningful way so it can contribute to defining and fulfilling the strategic initiatives that define the credit union. One could say that you get from your board what you invest in your board.

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Alexandra Gekas Selby

Callahan & Associates, VP, Marketing & Engagement

How To Improve Your Local Online Brand Reputation

Synopsis: The way current and potential members are searching for financial services has drastically changed in the past couple of years. In fact, 92% of shoppers start service vetting on local search. When potential members are searching for financial services, will they find your credit union? What will they learn about your brand just from that search? Your online reviews, information on listings pages like Yelp, images tagged to your credit union, and much more can greatly affect your credibility, both positively and negatively. In fact, a single negative review about your credit union can drive away 30 new members. This is one of the many reasons it is so important for credit unions to be on top of their local online brand reputation. But doing that is no easy task. In this session you will learn tips and tricks for improving your local online brand reputation that you can apply at your credit union today.

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Ronaldo Hardy

Southwest Louisiana Credit Union, CEO

How To Build An Inclusive and Dynamic Culture

Synopsis: Do you simply comply with the federal regulations that govern diversity and inclusion, complimented with an annual training video for each employee to view? Have you assessed the value of building diverse teams to catapult your innovative ideas? Obtaining real diversity and inclusion ultimately depends upon the strength of the organizations investment and leadership’s commitment to creating sustainable and inclusive objectives. Many companies understand the legal requirements, but fail to recognize the advantages of putting these issues broadly on their agendas. A robust D, I and E plan can positively affect talent acquisition, talent procurement and marketplace engagement.

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Mike Higgins

Mike Higgins & Associates, CEO

How To Make an Impact and a Profit

Synopsis: Credit unions are not-for-profit organizations that exist to serve their members. If this is the case, then why do leadership teams that operate, and boards that govern, choose to fixate upon (and even celebrate) extracting profit from members as THE indicator of success? Shouldn’t the emphasis be upon creating quantifiable economic value for members, with just enough profit-taking to maintain financial well-being? In this session, we will learn how to strike a balance between making an impact and making a profit. We will look at specific examples of credit unions that do this very well, and others that could use a reminder of why we exist, and who we serve.

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Michael Hudson

Michael Hudson Consulting, CEO

How to Speak to any Audience

Synopsis: It's alarming how many bad "speeches" are delivered every day from stages, in meetings and in one-on-one conversations. The causes are myriad, including little if any training in the art and science of communication, inadequate preparation and rehearsal, failing to understand and focus on the needs of the audience, and sharing too much information that confuses instead of clarifies. But there is a solution—a path that works every time with any audience, and it's not difficult to master. But it does require intentional effort, a commitment to serve your audience and a willingness to share the story only you can share. That means pushing the critical voices out of your head, getting clear on the message you will deliver, and stepping up to share it with those who need to hear it. You credit union and its leaders will increase their impact when mastering speaking to any audience!

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David Klavitter

Dupaco Community Credit Union, Chief Marketing Officer

How to Build Stronger Bonds with Members

Synopsis: Community charters can dilute the common values which traditionally bond a credit union's membership. David will share how Dupaco has used it's community charter to redefine and illustrate its values and strategic differentiator.

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James Robert Lay

Digital Growth Institute, CEO

How to Avoid the 5 Most Deadly Digital Marketing Mistakes

Synopsis: Has your credit union recently built a new website? Or are you planning to build one soon? Maybe you're blasting out more email and placing more digital ads than before? What's the story with your content marketing and social media? You're not alone if you feel overwhelmed right now because there are so many different moving pieces to make digital marketing work. You might even feel frustrated because you're credit union is doing all this digital marketing stuff but you're simply not getting the results your CEO and CFO had hoped for. If this is you, there's a strong possibility you're credit union is committing one or more of the top five deadly digital marketing mistakes that will kill your future growth potential. But it doesn't have to be this way because James Robert Lay will show you how you can simplify your digital marketing with practical tips that have already helped over 475 financial institutions he's worked with capture millions in new loans and deposits.

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Stefanie Norvaisas

Design Concepts, Director of Strategy & Research

How to Design Decisions

Synopsis: We make thousands of decisions every day, many of them with our “fast brain”—the part that takes care of brushing your teeth, navigating you to the coffee maker, and getting your car backed out of the driveway. It's your mind on cruise control—using shortcuts, or biases, to help us preserve energy. And it works for these types of tasks. But when you’re thinking about bigger, more complex issues, biases can often trip you up. With many decisions there’s no clear-cut data to point the way; choices can seem subjective. In an enlightening talk based on a design-thinking approach to decision-making, Stefanie will discuss how people and teams can work to design decisions and how you can avoid common flaws in human reason.

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Mark Sievewright

Sievewright & Associates, CEO

How to Chart the Future of Financial Services Technology

Synopsis: We are privileged to be living in the Golden Age of financial services technology. Over the next decade, many of the concepts and technologies that we describe today as emerging—such as the Internet of things, artificial intelligence and wearable technology—will be ubiquitous, and will have redefined and reshaped how we live and interact. Also, the following forecasts create a snapshot of our shared (and global) digital future: there will be close to a trillion sensors connected to the Internet; about 90% of the world’s population will have readily available access to the Internet; the vast majority of the global population will be using a smartphone to enable that access; and the homes we live in will be “smart” beyond what we can imagine today with a substantial amount of Internet traffic driven by in-home devices and appliances. What changes can we expect to see in financial services over the course of the next decade, and how can credit unions remain relevant and become prevalent in this Golden Age of technology?

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Amanda Thomas

TwoScore, Founder

How to Save Small Credit Unions (and Why It's Important)

Synopsis: As the credit union industry landscape continues to change and mergers continue to erode the number of credit unions in the United States, many have given up on small credit unions. Sometimes they give up on themselves, but we need to save the good ones. The ones making a big impact in their communities and the lives of their members. They play a seminal part in our industry, and an important place in the financial services market. Whether you are part of a large credit union, small credit union, league or a business partner, discover why small credit unions will need to be a viable resource for the credit union industry and consumers alike.

PechaKucha Speakers

In addition to our headline speakers taking the stage, we'll once again feature a number of PechaKucha speakers. PechaKucha 20x20 is a simple presentation format where you show 20 images, each for 20 seconds.

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Mollie Bell

Credit Union National Association, Chief Engagement Officer

Own it!

Synopsis: Authentic leadership. What does it mean and why does it matter? I believe it is the heart of being an effective leader - hell, being a genuine, empathetic human being. You are you. And your capability to be a leader—a leader of others or more importantly a leader of self - is centered on your deep acceptance of who you are at your very core. Own your junk or it will own you.

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Sam Brownell

CUCollaborate, Founder

A Better Call to Action

Synopsis: Credit unions' fields of membership make it difficult and confusing for consumers to join or borrow from credit unions even on their own websites. This needs to change and increasing consumer awareness alone isn’t going to do it, we need to provide consumers with a better call to action. A call to action that greatly reduces if not eliminates the problems associated with credit unions' fields of membership, highlights the differences between credit unions and banks, delights consumers, and perhaps most importantly that positively impacts credit unions' bottom line. This presentation will not only highlight things you can do immediately to address some of these problems at your credit union but will also outline how credit unions could all work together to tackle these issues collaboratively.

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Alan Davis

Baskervill, Principal, Banking + Retail

How to Embrace the 10%

Synopsis: There I was on the deck of the boat I had just successfully navigated through a treacherous lightning storm—miles out from the safety of land—and I took a moment to catch my breath, to think about what I had just experienced and accomplished. I remembered the advice my sailing partner gave to me before we embarked on the journey: Sailing is 90% utter boredom punctuated by 10% sheer terror and thrilling adventure. And boy was he right. My sailing adventure was a near-perfect metaphor for the quickly churning currents of change within the banking industry. When you’re sailing, you must immerse yourself in the environment. You’ve got to understand the atmosphere around you and the water below you. You’ve got to know the shape of your vessel, what it’s capable of and where it’s most vulnerable. To pass through the storm, you must be connected to all of the physical feedback mechanisms available to you. But too many financial brands are doing the opposite. They’re not sailing; they’re driving on auto-pilot with the windows rolled up, cranking the AC. They’re shutting themselves out from the external environment, ignoring the signs of the storm. Why? They’re afraid to embrace that moment of 10%. Part motivational how-to, part inspirational travelogue, this PechaKucha focuses on how to go from change-averse to risk-acceptant, from hum-drum status quo to bold and thrilling adventure.

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Kent Dicken

iDiz, Inc., CEO

Why ideas need sex too

Concepts, connections, brainstorms, eureka and aha moments. It doesn't matter if you work in marketing, IT, sales, or science, we humans are continually looking for ideas. A new way of looking at something. A solution for a vexing problem. A better option. So where do ideas come from, anyway? How do they reproduce and multiply? Here are a few ideas about ideas.

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Laura Eblen & Chris Court

The Birds & The Bees of Collaboration

Synopsis: Collaboration, everyone is talking about it, but very few people are doing it. Our data has shown this is because often credit union leaders don't know how to do it in a safe way. The need for collaboration in 2018 and beyond has been talked about by credit union advocates including Jim Nussle and The Filene Research Institute. Our team will bring together relevant data and a little humor to a sometimes touchy subject.

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Nikhil Lakhanpal

Narmi, Co-Founder

Future of Credit Unions: The Next 10 Years

Synopsis: How is the role of a credit union going to change over the next 10 years? How do we ensure credit unions win in a competitive banking landscape? What member problems do we need to solve before the members even know its a problem? What can we learn from FinTech and apply at our institutions? What mistakes are credit unions making today and how do we fix them? How do we beat BofA and Chase?

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Adam Lee

Filene Research Institute, Incubator Director

What's cooking in the incubator?

Synopsis: Adam is working on it!

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Larissa Walkiw

Currency Marketing, Graphic Designer & Illustrator

So what do you do for fun?

Synopsis: We often look to our careers for a measure of the influence we have in our community, but what happens when we look to our hobbies instead? Larissa shares observations from her latest seaside pastime and makes a case for being more discoverable in our leisurely pursuits.

Your Hosts

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Matt Davis

gameFICo-Founder

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Tim McAlpine

Reserve your spot today

Since Madison is the hub of the credit union industry, we expect tickets to sell out quickly. Attendance includes lunch, light snacks and beverages throughout each day. Breakfast and dinner are on your own.

$649 CU EMPLOYEES • $1,599 FOUR PACK • $2,099 SIX PACK • $849 VENDORS

Cancellation policy: All ticket purchases are non-refundable and cannot be transferred to future events. If you cannot attend the event, you can transfer your registration to another person for the 2018 event only.